Practice

Often the right phrase or story can help planners persuade their clients to act.

Tempted to leave this asset class out of a portfolio? Don't be swayed.

Self-settled trusts seem to offer the impossible: They remove assets from an individual's estate while still allowing them to benefit from them.

Advisors have been racing to finish what some say is an unprecedented transfer of wealth.

If you're not doing the hard work of developing detailed plans for your clients, maybe you need a new job description.

Younger consumers have high standards and a different way of doing business. Respect the value they bring - and try some of their ideas.

Use this 9-step process to request (and receive) referrals from your existing clients.

When a client is a performer, athlete or anyone else with a variable income, a planner needs a special strategy.

As boomers retire and relocate, these tax-deferred deals offer a sweet way to offload real estate investments.

Funding a 529 plan for a grandchild can offer estate-tax benefits for wealthy clients - plus feel-good rewards.